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State Licensed Financial Counselor

Location: Remote
Compensation: Salary
Reviewed: Thu, Aug 13, 2026
This job expires in: 10 days

Job Summary

Providing comprehensive personal financial counseling services remotely, the full-time State Licensed Financial Counselor will assist military service members and their families with financial education, one-on-one counseling, and resource referrals while coordinating workshops and classes tailored to their needs.

Key responsibilities
  • Deliver personal financial counseling and management services to military personnel and their families
  • Develop and facilitate a variety of financial management classes and workshops on topics relevant to the military lifecycle
  • Utilize virtual counseling methods and maintain communication with installation leadership regarding trends and issues
Required qualifications
  • Bachelor's degree in a related field or equivalent experience (associate degree plus 4 years or high school diploma plus 6 years)
  • Minimum of 3 years of financial counseling experience
  • U.S. citizenship and fluency in English; bilingual in English and Spanish preferred
  • Certification as an Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC) required
  • Ability to pass a Tier 2 investigation and comply with organizational conflict of interest disclosures

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